SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

598 hedge funds and large institutions have $3.94B invested in Schwab U.S Small- Cap ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 295 increasing their positions, 197 reducing their positions, and 35 closing their positions.

Holders
598
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
13.13%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
1.14%
New
40
Increased
295
Reduced
197
Closed
35
Calls
$1.09M
Puts
$1.8M
Net Calls
-$713K
Net Calls Change
+$1.05M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.5B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.3M
3
TCM
3
Tradewinds Capital Management
Washington
$21.3M
4
PCA
4
Personal Capital Advisors
California
$200M
5
SEI Investments
5
SEI Investments
Pennsylvania
$251M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.95M
2
CM
2
Columbus Macro
Pennsylvania
$2.61M
3
FAAS
3
First Allied Advisory Services
California
$3.64M
4
VV
4
Valentine Ventures
Oregon
$0
5
CCM
5
CWH Capital Management
Washington
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$9.32M +$542K +31,080 +6%
BFG
52
Bouchey Financial Group
New York
$9.22M +$62.8K +3,604 +0.7%
BDF
53
Black Diamond Financial
Maryland
$9.04M +$876K +50,384 +11%
Morgan Stanley
54
Morgan Stanley
New York
$8.85M +$412K +23,644 +5%
ADL
55
Asset Dedication LLC
California
$8.81M +$77.4K +4,432 +0.9%
Jane Street
56
Jane Street
New York
$8.73M +$6.54M +375,256 +299%
BSB
57
Bangor Savings Bank
Maine
$8.66M +$736K +42,216 +9%
MM
58
Meridian Management
Arkansas
$8.33M +$58.3K +3,344 +0.7%
AG
59
Appleton Group
Wisconsin
$8.33M +$7.92M +454,540 +1,944%
SJIM
60
St. Johns Investment Management
Florida
$8.31M +$169K +9,672 +2%
DW
61
Domani Wealth
Pennsylvania
$8.29M +$48.9K +2,804 +0.6%
BCMO
62
Buckingham Capital Management (Ohio)
Ohio
$8.25M +$183K +10,508 +2%
NIC
63
Northwest Investment Counselors
Oregon
$8.23M -$89.6K -5,140 -1%
NSAM
64
North Star Asset Management
Wisconsin
$8.03M +$377K +21,644 +5%
SIA
65
Starfire Investment Advisers
Michigan
$8.03M +$482K +27,624 +6%
BTS
66
BB&T Securities
Virginia
$7.69M -$43K -2,468 -0.6%
MA
67
MUFG Americas
New York
$7.52M +$76K +4,360 +1%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$7.5M +$289K +16,580 +4%
LF
69
Lee Financial
Texas
$7.46M -$124K -7,104 -2%
PIMG
70
Patriot Investment Management Group
Tennessee
$7.34M +$638K +37,512 +10%
AA
71
Advisory Alpha
Michigan
$7.32M +$223K +13,076 +3%
WCWM
72
Wooster Corthell Wealth Management
Connecticut
$7.19M +$52.4K +3,008 +0.7%
OIA
73
OneDigital Investment Advisors
Kansas
$7.16M -$2.23M -128,104 -24%
PEA
74
Pacific Edge Advisors
California
$7.16M +$176K +10,120 +3%
MTC
75
Matrix Trust Company
Colorado
$7.06M +$18.7K +1,072 +0.3%
1 2
3
4 5